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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,053 | $165,399-74.6% | $149,745-71.9% | $158,982-73.5% |
| Participation rate | 57.1% | 84.6%-27.4pp | 82.5%-25.3pp | 82.0%-24.8pp |
| Annual return | 19.11% | 348.34%-329.2pp | 276.72%-257.6pp | 302.99%-283.9pp |
| Employer contribution / active EE | $1,615 | $5,105-68.4% | $4,646-65.2% | $4,763-66.1% |
| Participant deferral / active EE | $4,351 | $7,183-39.4% | $6,843-36.4% | $5,983-27.3% |
| Admin fee / account holder | $232 | $10,811-97.9% | $9,312-97.5% | $11,252-97.9% |